Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarity Asset Management, Inc. (CIK 1756759) reported $197.5M across 290 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($22.2M, 11.23%), BIV ($10.5M, 5.33%), NUDM ($10.3M, 5.23%), ESGU ($9.6M, 4.88%), AVSU ($9.5M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SER TR | $22.2M | 11.23% | 289,817 | Added |
| 2 | BIV | VANGUARD BD INDEX FDS | $10.5M | 5.33% | 136,446 | New |
| 3 | NUDM | NUSHARES ETF TR | $10.3M | 5.23% | 286,305 | Trimmed |
| 4 | ESGU | ISHARES TR | $9.6M | 4.88% | 68,154 | Trimmed |
| 5 | AVSU | AMERICAN CENTY ETF TR | $9.5M | 4.82% | 128,901 | Trimmed |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $8.9M | 4.48% | 37,266 | Added |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | $8.1M | 4.09% | 296,946 | New |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $7.5M | 3.82% | 142,969 | Added |
| 9 | VFLO | VICTORY PORTFOLIOS II | $7.4M | 3.73% | 186,548 | New |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | $6.9M | 3.51% | 264,049 | New |
| 11 | MUB | ISHARES TR | $6.9M | 3.48% | 64,760 | Trimmed |
| 12 | QGRO | AMERICAN CENTY ETF TR | $6.3M | 3.18% | 59,798 | New |
| 13 | USTB | VICTORY PORTFOLIOS II | $5.7M | 2.87% | 111,951 | New |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $4.9M | 2.50% | 97,491 | Added |
| 15 | NULG | NUSHARES ETF TR | $4.9M | 2.46% | 53,402 | Trimmed |
| 16 | BWZ | SPDR SER TR | $4.8M | 2.41% | 176,725 | Trimmed |
| 17 | AVSD | AMERICAN CENTY ETF TR | $4.7M | 2.38% | 63,832 | Trimmed |
| 18 | MINO | PIMCO ETF TR | $4.0M | 2.01% | 88,069 | Trimmed |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $3.2M | 1.61% | 62,241 | Added |
| 20 | FGDL | FRANKLIN TEMPLETON HOLDINGS | $3.0M | 1.53% | 48,591 | Added |
| 21 | MEAR | ISHARES U S ETF TR | $3.0M | 1.52% | 59,671 | Trimmed |
| 22 | TSME | THRIVENT ETF TRUST | $2.9M | 1.49% | 70,687 | Trimmed |
| 23 | INFL | LISTED FD TR | $2.6M | 1.33% | 50,440 | Added |
| 24 | ESGV | VANGUARD WORLD FD | $2.3M | 1.17% | 20,535 | Trimmed |
| 25 | DGRO | ISHARES TR | $2.3M | 1.15% | 32,488 | Added |
Source: SEC Form 13F filings · as of 2026-03-31